International
Stay up to date on commentary related specifically to international markets.
International content
Commentary
Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.
Unpredictable U.S. tariff policy has heightened concerns about a potential U.S. economic recession.
Economic growth, earnings performance, and rising fiscal spending coupled with "America First" policies are driving international stock markets.
We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.
On Investing
Louis-Vincent Gave of Gavekal Research joins Liz Ann Sonders for a discussion on what was so unique about 2024—and China's role in the AI industry.
Bond Insights
Could the U.S. dollar lose its place as the world's reserve currency? Despite a long-term trend toward currency diversification, we don't see the dollar losing dominance anytime soon.
Tariff policies have been announced and then subsequently rescinded or delayed–but not yet resolved. They may still hold the potential for market volatility.
Markets responded positively during Trump's first week in office, despite threats of tariffs on the three largest trading partners of the U.S. Are trade risks being dismissed?
Commentary
Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.